2023 Form 5500 filing — Olympia Orthopaedic Associates, Pllc 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250321125845NAL0008287393001) for Olympia Orthopaedic Associates, Pllc 401(K) Plan, reported by Olympia Orthopaedic Associates, Pllc under EIN 91-1674528 and plan number 002. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321125845NAL0008287393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Olympia Orthopaedic Associates, Pllc
- EIN
- 91-1674528
- Plan number
- 002
- Location
- Olympia, WA
- Participants
- 483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,876,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,876,462
- Employer contributions
- $2,320,967
- Participant contributions
- $1,890,615
- Total income / additions
- $10,195,191
- Benefits paid
- $3,473,307
- Administrative expenses
- $165,542
- Total expenses
- $3,638,849
- Net increase / (decrease)
- $6,556,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $102,460 | $0 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $35,291 |
| Definiti, LLC | RECORDKEEPER | $28,713 | $0 |
| Rpa Financial LLC | INVESTMENT ADVISORY | $9,994 | not reported in the loaded dataset |
| Spectrum Pension Consultants, Inc. | RECORDKEEPER | $5,250 | $1,068 |